“The first step is the hardest. Once you’ve made this, executing your financial plan becomes a lot easier.”
Chris is a Co-Founder and Director at Amicus Wealth and has worked in Financial Services since 2008. His passion is building genuine, trusting relationships with new and existing clients, helping them achieve their personal objectives in the most tax efficient and cost-effective way. People are often apprehensive when it comes to talking about finances, but he believes one of the most important factors is putting the client at ease and giving them total control of their decisions having been fully informed of all their options. Having first-hand experience in the industry, Chris is now aware of what an important role advisers play in the professional lives of busy people. A fluent French speaker, when he’s not talking to clients he enjoys the joie de vivre with his family and friends.
Below are client stories from Chris’s clients and highlight the areas he specialises in.
“Friendly, knowledgeable and professional”
I chose Chris for his expertise in pension regulation and breadth of knowledge across the available investment opportunities and I think Chris will benefit any clients who have long term investment objectives but don’t have the time or the expertise to get the most out of their money.
I had pensions and other savings, spread across a number of areas. I needed them brought together in one place and be able to invest them sensibly taking account of tax and other regulations.
My problems have been addressed by creating a SIPP for my pension savings and by bringing these together with my ISA and other savings. It has then been possible to make investment decisions across all of the assets bearing in mind my objectives. What I like about Chris and Amicus’ approach is that it is friendly, knowledgeable and professional.
“Complete confidence in their judgement”
I have worked with Chris James since around the year 2000. Both he and Amicus have always given me excellent proactive advice. I have complete confidence in their judgement and have already recommended them to a number of colleagues.
“Efficient friendly service”
I believe Chris’s services would benefit any professional needing a broad review of their finances who want to make sure their arrangements are set up in the most efficient and cost effective way. Chris was recommended to me as he works with several ex and current colleagues.
Following my move to a new company a couple of years ago I asked Chris to review all of my existing financial arrangements including pensions, savings, investments and protection.
I am very satisfied with the efficient friendly service and good financial advice I have received. Recently, I required expert advice regarding an enhanced pension transfer offer I had received. Chris responded very quickly and following initial meetings provided a very comprehensive report that detailed the information I needed regarding the implications of accepting or not accepting the offer. This enabled me to make decisions re the offer and also my long term retirement planning.
“The process approach was client first”
I believe that most professionals would benefit from this competent and trustworthy adviser. I needed advice around investments. I have very little time to look at my own options when it comes to personal finance so someone to help me be more pro-active was really important.
I hadn’t used an adviser before, so I didn’t know what to expect. You hear and read things so was difficult to understand the process in meeting an adviser and getting things in place. When you’re busy, it’s hard to keep on top of constantly changing products and legislation, so you don’t know what is relevant to your situation. Chris was knowledgeable, reassuring and trustworthy and I liked the general feel and culture of Amicus. He has always kept me aware of any changes; whether that be with aspects of my own personal finances or with legislation/product changes/market changes as a whole. When you’re busy, you don’t necessarily know what is available and how it works.
Chris and I looked at my objectives and areas to be improved in detail and we were able to come up with a plan where products fitted around my situation, not the other way around. The on-going service and relationship is also very important to me as I can benefit from tweaking things as necessary when my situation evolves. The regular reviews and constant contact with Chris are reassuring and allow me to feel confident that everything is as it should be.
Chris really focussed on my objectives and making my finances fit in with these rather than product selling. The process approach was client first; every stage of the process was explained. My experience has been very positive. I have a strong relationship with Chris built on trust and honesty and feel confident that the on-going service I’ve had has put me in a strong place to achieve my financial objectives.